TRUST AGREEMENT PENNSYLVANIA INDEPENDENT SCHOOLS INSURANCE CONSORTIUM

EIN: 616553054 501(c)(3) Education

WEXFORD, PA

Total Revenue
N/A
Total Expenses
N/A
Total Assets
$207,682
Net Assets
$-377,131
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
2015
Legal Domicile
PA
Principal Officer
MARLENE HALBEDL
Phone
7249342270
Tax Period
2023-09-01 to 2024-08-31

Mission

PROVIDE SUPPORT FOR HEALTH CARE OF EDUCATIONAL INSTITUTIONS' EMPLOYEES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $0
Other Revenue $0
TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $0
TOTAL EXPENSES $0

Year-over-Year Comparison

2023 2022 Change
Revenue N/A $3,181,094 -1.0%
Expenses N/A $3,814,923 -1.0%
Net Income N/A $-633,829 N/A
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
9
Independent Members
9
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
1
$0
Total Directors
8
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JULIA JAMES TRUSTEE 1.00
Director
$0 $0 $0
LEA CROFCHECK TRUSTEE 1.00
Director
$0 $0 $0
LINDSEY GOOD TRUSTEE 1.00
Director
$0 $0 $0
MICHAEL PETERSON TRUSTEE 1.00
Director
$0 $0 $0
BRENDA TARVIN TRUSTEE 1.00
Director
$0 $0 $0
JOANNA HESS TRUSTEE 1.00
Director
$0 $0 $0
KEVIN FRY TRUSTEE 1.00
Director
$0 $0 $0
REBECCA NISSLY TRUSTEE 1.00
Director
$0 $0 $0
MARLENE HALBEDL CHAIRPERSON 1.00
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data $207,682 No data
2023 $3,181,094 $3,814,923 $207,682 $-633,829
2022 $2,432,382 $2,855,545 $692,973 $-423,163
2021 $2,337,712 $2,051,750 $1,284,107 $285,962
2020 $2,327,041 $2,358,846 $776,348 $-31,805
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